Fidelity D & D Bancorp Inc
FDBCFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Fidelity D & D Bancorp Inc Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 12, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| DEUTSCHE BANK AG\ | 2026-03-31 | 5,371 | $232K | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 1,128 | $48.8K | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 35,119 | $1.52M | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 8,121 | $352K | SEC filing |
| MAI Capital Management | 2026-03-31 | 12 | $520 | SEC filing |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-03-31 | 9,747 | $422K | SEC filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 12,070 | $522K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 8,088 | $350K | SEC filing |
| ACADIAN ASSET MANAGEMENT LLC | 2026-03-31 | 8,443 | Not shown | SEC filing |
| Sunbelt Securities, Inc. | 2026-03-31 | 1 | $43 | SEC filing |
| MEEDER ASSET MANAGEMENT INC | 2026-03-31 | 2,024 | $87.6K | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 634 | $27.4K | SEC filing |
| Lewis Asset Management, LLC | 2026-03-31 | 7,815 | $338K | SEC filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2026-03-31 | 5,608 | $243K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 2,039 | $88.2K | SEC filing |
| CANADA LIFE ASSURANCE Co | 2026-03-31 | 592 | Not shown | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 1,942 | $84.7K | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 18 | $770 | SEC filing |
| BARCLAYS PLC | 2026-03-31 | 9,425 | $408K | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 9,596 | $415K | SEC filing |
- Each value is checked against Fidelity D & D Bancorp Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Fidelity D & D Bancorp Inc's share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Zullo Investment Group, Inc.: 5,943 shares reported 2025-12-31; 5,943 shares reported 2026-03-31.
- CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM: 292 shares reported 2025-12-31; 257 shares reported 2026-03-31.
- Arax Advisory Partners: 329 shares reported 2025-12-31; 318 shares reported 2026-03-31.
- CITADEL ADVISORS LLC: 15,179 shares reported 2025-12-31; 7,070 shares reported 2026-03-31.
- FIDELITY D & D BANCORP INC: 98,304 shares reported 2025-12-31; 99,269 shares reported 2026-03-31.
- TRUIST FINANCIAL CORP: 8,259 shares reported 2025-12-31; 8,259 shares reported 2026-03-31.
- Janney Montgomery Scott LLC: 5,104 shares reported 2025-12-31; 5,104 shares reported 2026-03-31.
- Bank of New York Mellon Corp: 34,607 shares reported 2025-12-31; 29,575 shares reported 2026-03-31.
- UBS Group AG: 635 shares reported 2025-12-31; 1,061 shares reported 2026-03-31.
- Curi Capital, LLC: 6,897 shares reported 2025-12-31; 6,911 shares reported 2026-03-31.
- LIBERTY SQUARE WEALTH PARTNERS LLC: 36,243 shares reported 2025-12-31; 36,243 shares reported 2026-03-31.
- IFP Advisors, Inc: 14 shares reported 2025-12-31; 12 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
54 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Fidelity D & D Bancorp Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2022-05-02 · CALI BRIAN J: Larger than all 24 other insider purchases of common stock on file. SEC filing
- 2022-05-02 · Vilcek HelenBeth Garofalo: Larger than 23 of the 24 other insider purchases of common stock on file. SEC filing
- 2022-02-11 · Joyce William J. Sr.: Larger than 22 of the 24 other insider purchases of common stock on file. SEC filing
Independent insiders buying near the same time
- 2025-11-10–2025-11-10: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-02-03–2025-02-03: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-06-13–2023-06-13: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-06-10–2022-06-16: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-05-10–2022-05-17: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-05-02–2022-05-02: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2021-09-30–2021-09-30: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-08-02–2021-08-06: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-12 | CALI BRIAN J · Chairman of the Board | Common Stock | P — Open market or private purchase | +273 | unknown | SEC filing |
| 2026-03-11 | CALI BRIAN J · Chairman of the Board | Common Stock | P — Open market or private purchase | +308 | unknown | SEC filing |
| 2026-02-05 | MCDONALD MICHAEL J · Vice Chairman | Common Stock | P — Open market or private purchase | +10,415 | 48.01 | SEC filing |
| 2025-12-11 | CALI BRIAN J · Chairman of the Board | Common Stock | P — Open market or private purchase | +300 | unknown | SEC filing |
| 2025-11-10 | Joyce William J. Sr. · Director | Common Stock | P — Open market or private purchase | +1,000 | 44.50 | SEC filing |
| 2025-11-10 | SANTANIELLO DANIEL J · President & CEO | Common Stock | P — Open market or private purchase | +1,000 | 44.50 | SEC filing |
| 2025-11-10 | CALI BRIAN J · Chairman of the Board | Common Stock | P — Open market or private purchase | +1,951 | 44.50 | SEC filing |
| 2025-09-10 | CALI BRIAN J · Chairman of the Board | Common Stock | P — Open market or private purchase | +276 | 42.25 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-18 | Bonanno Adam D. · Chief Information Officer | Common Stock, Restricted | A — Grant, award, or other acquisition | +1,000 | SEC filing |
| 2026-02-20 | SANTANIELLO DANIEL J · President & CEO | Common Stock | G — Bona fide gift | −100 | SEC filing |
| 2026-02-20 | DEFRANCESCO SALVATORE R JR · Treasurer & CFO | Common Stock | F — Payment of exercise price or tax by delivering securities | −593 | SEC filing |
| 2026-02-18 | DelVecchio Rocco · Director | Restricted Common Stock | A — Grant, award, or other acquisition | +500 | SEC filing |
| 2026-02-18 | Turkington Ruth G. · Chief Consumer Banking Officer | Common Stock, Restricted | A — Grant, award, or other acquisition | +1,531 | SEC filing |
| 2026-02-18 | Gray Peter A · Executive VP & CLO | Common Stock, Restricted | A — Grant, award, or other acquisition | +1,000 | SEC filing |
| 2026-02-18 | Joyce William J. Sr. · Director | Restricted Common Stock | A — Grant, award, or other acquisition | +2,500 | SEC filing |
| 2026-02-18 | Woelkers Paul C. · Director | Restricted Common Stock | A — Grant, award, or other acquisition | +2,500 | SEC filing |
Showing 8 of 35 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-12-18 | Pacyna Michael J Jr · Executive VP & CCO | Common Stock, Restricted | D — Disposition to the issuer | −3,139 | SEC filing |
| 2025-07-25 | WALSH EUGENE J · VP & COO | Common Stock, Restricted | D — Disposition to the issuer | −3,759 | SEC filing |
| 2025-07-04 | Hinton Theresa M · General Counsel | Common Stock, Restricted | D — Disposition to the issuer | −1,127 | SEC filing |
| 2021-12-17 | Vilcek HelenBeth Garofalo · Director | common stock | J — Other acquisition or disposition | +650 | SEC filing |
| 2021-02-10 | Silverman Alan · Director | common stock | L — Small acquisition | +75 | SEC filing |
| 2020-01-01 | COGNETTI JOHN T · Secretary | Common Stock | J — Other acquisition or disposition | −2,092 | SEC filing |
| 2017-09-28 | DEMPSEY PATRICK J · Director | Common Stock | J — Other acquisition or disposition | +2,838 | SEC filing |
| 2017-09-28 | MCDONALD MICHAEL J · Director | Common Stock | J — Other acquisition or disposition | +2,330 | SEC filing |
Showing 8 of 9 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.